Willis Johnson & Associates’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Willis Johnson & Associates’s Portfolio MEAR Stock Details MEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.67M	Sell	72,832 -32,334	-31%	-$1.63M	0.21%	40
2025 Q4	$5.29M	Buy	105,166 +78,980	+302%	+$3.98M	0.33%	35
2025 Q3	$1.32M	Sell	26,186 -9,805	-27%	-$494K	0.08%	63
2025 Q2	$1.81M	Buy	35,991 +14,336	+66%	+$718K	0.12%	56
2025 Q1	$1.09M	Sell	21,655 -20,903	-49%	-$1.05M	0.08%	61
2024 Q4	$2.13M	Sell	42,558 -24,840	-37%	-$1.25M	0.16%	53
2024 Q3	$3.39M	Buy	67,398 +5,326	+9%	+$267K	0.26%	43
2024 Q2	$3.11M	Buy	62,072 +22,466	+57%	+$1.12M	0.26%	42
2024 Q1	$1.99M	Buy	39,606 +9,780	+33%	+$490K	0.17%	51
2023 Q4	$1.49M	Sell	29,826 -26,656	-47%	-$1.33M	0.14%	56
2023 Q3	$2.81M	Buy	+56,482	New	+$2.82M	0.3%	41

Other funds holding MEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return